LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.14M
3
+$868K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$695K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$477K

Top Sells

1
+$826K
2
+$648K
3
+$626K
4
XOM icon
Exxon Mobil
XOM
+$183K
5
CHKP icon
Check Point Software Technologies
CHKP
+$182K

Sector Composition

1 Financials 9.06%
2 Consumer Staples 4.4%
3 Technology 3.13%
4 Healthcare 2.91%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.11%
18,320
77
$308K 0.11%
5,979
+133
78
$303K 0.11%
7,072
-3,981
79
$295K 0.11%
5,700
80
$295K 0.11%
4,756
81
$292K 0.11%
2,616
-24
82
$282K 0.1%
3,845
83
$275K 0.1%
3,749
-123
84
$275K 0.1%
6,588
-213
85
$274K 0.1%
4,712
86
$274K 0.1%
2,109
87
$260K 0.09%
8,834
-157
88
$259K 0.09%
2,121
-387
89
$257K 0.09%
19,551
-597
90
$256K 0.09%
5,491
+1,496
91
$255K 0.09%
8,154
92
$254K 0.09%
1,142
+112
93
$247K 0.09%
1,505
-122
94
$242K 0.09%
1,440
95
$239K 0.09%
3,964
+20
96
$234K 0.08%
2,653
97
$233K 0.08%
2,861
+20
98
$231K 0.08%
3,426
-260
99
$224K 0.08%
4,607
+32
100
$215K 0.08%
3,017
+5
2 3
4
5 6